Integrate CoPilot AI with Retently

Trigger NPS/CSAT surveys after significant lead engagement events, sync lead profiles and engagement data with Retently to maintain up-to-date customer insights, and use survey feedback to refine lead engagement strategies.

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About CoPilot AI

Monitors lead connections and engagement events, allowing users to track new leads and their responses, as well as scheduled meetings.

CoPilot AI logoRetently

CoPilot AI to Retently

1

New Lead Connected

Triggers when a new lead has connected with you.
2

Meeting Booked

Triggers when a contact is marked as meeting booked.
3

Lead Replied

Triggers when a lead has replied.
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Retently to CoPilot AI

We don't have any triggers yet for CoPilot AI, but we're working on it!

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